Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
152,763
-
Shares change
-
+79,158
-
Total reported value, excl. options
-
$5,644,000
-
Value change
-
+$2,962,402
-
Number of buys
-
8
-
Number of sells
-
-3
-
Price
-
$36.94
Significant Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q1 2021
11 filings reported holding EFIV - SPDR SERIES TRUST - S&P 500 ESG ETF as of Q1 2021.
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 152,763 shares
.
Largest 10 shareholders include FLAGSHIP HARBOR ADVISORS, LLC (35,157 shares), Merriman Wealth Management, LLC (33,056 shares), RAYMOND JAMES & ASSOCIATES (23,760 shares), Baltimore-Washington Financial Advisors, Inc. (21,333 shares), Keystone Financial Group (15,061 shares), CITADEL ADVISORS LLC (8,834 shares), LPL Financial LLC (8,662 shares), BerganKDV Wealth Management, LLC (6,822 shares), RMR Wealth Builders (78 shares), and JANE STREET GROUP, LLC (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.